Gitterman Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Sell |
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|
2025
Q1 | $520K | Sell |
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|
2024
Q4 | $508K | Sell |
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|
2024
Q3 | $534K | Hold |
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|
2024
Q2 | $512K | Hold |
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|
2024
Q1 | $441K | Hold |
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|
2023
Q4 | $397K | Hold |
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|
2023
Q3 | $340K | Sell |
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|
2023
Q2 | $331K | Sell |
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|
2023
Q1 | $532K | Buy |
|
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|
2022
Q4 | $340K | Hold |
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|
2022
Q3 | $352K | Buy |
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|
2022
Q2 | $347K | Hold |
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|
2022
Q1 | $416K | Buy |
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|
2021
Q4 | $353K | Hold |
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|
2021
Q3 | $279K | Hold |
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|
2021
Q2 | $246K | Hold |
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|
2021
Q1 | $219K | Buy |
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